September 2026 Market Commentary
Equities eased and yields rose through September, and the Federal Reserve raised its target range. What the month means for households holding equity compensation.
August 2026 Market Commentary — Security Financial Management
Cooling inflation, a negative July payroll print, and a rising long end — read against the Medicare timetable that does not move with markets
Mid-Year Tax Strategy: June CPI Cooldown and Roth Conversion Sizing · SFM
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · July 15, 2026 · Last reviewed July 15, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]
OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · June 29, 2026 · Last reviewed June 29, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]
SFM Market Commentary: 5/8/26
In the last two weeks, markets experienced notable gains with the S&P 500 and Nasdaq posting their largest monthly increases in years, amid robust earnings from major tech companies. Geopolitical tensions in the Middle East contributed to record U.S. crude oil exports, while the Federal Reserve maintained its interest rate stance with a historically high […]
SFM Market Commentary: 6/5/26
In the last two weeks, U.S. economic indicators showed mixed signals with core inflation steady at 3.3% and manufacturing activity reaching a four-year high, while jobless claims edged slightly higher. Geopolitical developments included progress on a UAE pipeline bypassing the Strait of Hormuz and optimism around U.S.-Iran ceasefire talks impacting oil prices. Let’s dive in! […]
SFM Market Commentary: 5/22/26
In the last two weeks, inflation pressures intensified as the Consumer Price Index rose notably, driven by higher shelter and gasoline costs, while the 30-year Treasury yield reached levels not seen in nearly two decades. Geopolitical tensions and trade developments, including U.S.-China tariff adjustments and concerns about oil supply disruptions, also shaped market sentiment. Let’s […]
SFM Market Commentary: 4/24/26
In the last two weeks, despite geopolitical tensions around Iran, financial markets have shown resilience with stock indexes hitting new records and positive signals from major U.S. bank earnings. Inflation concerns continue as consumer prices surged in March, while defense spending debates and energy sector developments add complexity to the economic landscape. Let’s dive in! […]
SFM Market Commentary: 4/10/26
In the last two weeks, the Federal Reserve signaled a patient approach to policy despite inflation pressures tied to the Iran conflict and disruptions in the Strait of Hormuz. Meanwhile, mortgage rates hit recent highs, slowing housing demand as consumer sentiment declined. Let’s dive in! Over the next two weeks, attention will turn to upcoming […]
SFM Market Commentary: 3/27/26
In the last two weeks, US economic data showed mixed signals with rising producer inflation and unexpected jobless claims declines amid the backdrop of escalating tensions in the Iran war. The Federal Reserve held interest rates steady, though one policymaker signaled a potential hike, reflecting uncertainty fueled by geopolitical risks. Let’s dive in! Over the […]